In this lesson we review how to add data not captured in the drawing including.
Description:
In addition to the Products and Pricing, you can collect other information related to a specific Product or to the Project as a whole.
Addition Data Collection
There are multiple ways to collect this extra data. Those options are:
Additional Data Fields
Project level questions that are shown within the takeoff and estimate workflow and can be displayed on a client-facing proposal or on an internal-facing output.
Examples - Scope of Work comments, production team notes, project-level information such as Age of Building, what client is responsible for versus what company is responsible for.
When or Why to Use
You want to collect information about the project itself
In regards to showing this info, it can be displayed within the proposal output OR you hide it on the client proposal but save it to show to the internal audience
How to Use
Set up Additional Data Fields
Use them within the app
Custom Forms
Project level questions that are shown within a separate form and can be delivered alongside the takeoff report and diagram
Examples - Facility info form, Installation checklist
When or Why to Use
You need to collect information that is related to the project itself rather than individual products or services offered. You can use this data alongside the Takeoff Report. Different from the Additional Data fields described above, as Custom Forms will not be using a client proposal.
How to Use
Create a Custom Form
Use a Custom Form within the app